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Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ng fiscal cliff risks, Asian equities are benefiting from concrete signs that economic activity is rebounding in China. European equities are benefiting from greater improvement in financial conditions, although they are more vulnerable to noise around the Greek and Spanish issue...

Article 1. The Cairo Review of Global Affairs
document TEXT-001-HOUSE_OVERSIGHT_030531.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… fairly impressive bipartisan array of former U.S. officials would support the main outlines of this approach, as would European allies, the so-called Quartet partners (European Union, Russia, and the UN) and the Arab League. One would expect many Palestinians to be generally rec...

Re: interesting
email IMAGES-010-HOUSE_OVERSIGHT_029042.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ore victories for Brexit and Trump seemed possible, Bannon declared there was a “global tea party movement” and praised European far-right parties like Great Britain’s UKIP and France’s National Front. Bannon also suggested that a racist element in far-right parties “all gets kin...

chines, with their vast patronage networks, that pre
document IMAGES-005-HOUSE_OVERSIGHT_019271.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ties will never have access to the funds or influence necessary to unseat the incumbent government. ls Orban a Central European version of Putin? Orban's domestic critics have often compared his governing style to that of Russian president Vladimir Putin. On the surface, the com...

further rate cuts and lowered the deposit rate to
document IMAGES-003-HOUSE_OVERSIGHT_014605.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… However, monetary policy does not operate in a vacuum. With negative interest rates impairing the profitability of the European banking system, the ECB has already begun to alter its policy mix. At its December 2016 meeting, the ECB reversed the increase in asset purchases menti...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…als. Credit * The news flow from the Cypriot bailout continued to push spreads wider and vol higher this week, with European Financials underperforming as creditor bail-in risks returned to the forefront. iTraxx senior and subordinated financials indices widened 20bp as inves...

Recent bank stress tests conducted by the EU concluded that only Eur 2.5 billion of capital needs to
document IMAGES-008-HOUSE_OVERSIGHT_025219.txt Jun 30, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ion sounds more reasonable to us). And in the package announced last week, the following Orwellian clause indicates how European policymakers feel about rating agencies these days: Point 15. We agree that reliance on external credit ratings in the EU regulatory framework should...

Recent bank stress tests conducted by the EU concluded that only Eur 2.5 billion of capital needs to
document IMAGES-011-HOUSE_OVERSIGHT_031163.txt Jun 30, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ion sounds more reasonable to us). And in the package announced last week, the following Orwellian clause indicates how European policymakers feel about rating agencies these days: Point 15. We agree that reliance on external credit ratings in the EU regulatory framework should...

Politics — populism in the Eurozone?
document IMAGES-002-HOUSE_OVERSIGHT_014475.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ve not been rising in the increasingly globalised world. The crucial question for investors as we enter a busy year for European politics (see table opposite} is whether the populism train will gather pace or terminate at the Eurozone. Italy risks elevated, but risks two way and...

Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023635.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Thomas Jr., Landon Sent: 11/14/2016 3:32:12 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HR...

Exhibit 24: US Real GDP During the Longest Post-WWII Recoveries
document IMAGES-003-HOUSE_OVERSIGHT_014561.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ly, France, the Netherlands, Germany and Austria. The common themes among populists have been anti-immigration and anti-European Union. Outside the Eurozone, the 2016 Brexit vote in Great Britain has been interpreted as a populist vote against immigration from Eastern Europe, th...

portfolio of assets. These returns should be in line with the anticipated returns from the First Fun
document IMAGES-008-HOUSE_OVERSIGHT_026071.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…f €135m from a group of high quality and well-diversified limited partners. First close investors in TIIC 2 include the European Investment Bank and Edmond de Rothschild, both with significant commitments, as well as the TIIC team. TIIC 2 is also supported by a number of existing...

On today's financial market developments
email TEXT-001-HOUSE_OVERSIGHT_031156.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…centage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today’s reported move by Italian regulators to seize documents at Mo...